Bell & Brown Wealth Advisors creates investment portfolios tailored to each client's needs, including stocks, bonds, ETFs, and mutual funds. Portfolios are monitored and rebalanced regularly. Bell & Brown offers investment advice to clients utilizing their Asset Management service. Asset Management services are only offered through wrapped accounts, which are managed on an individualized basis according to the client’s investment objectives, financial goals, risk tolerance, etc.
Assets Under Management$490M
Clients505
Advisors3
Avg. per Client$960K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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